Beaumont Financial Advisors, LLC First Tr ETF Viii Tcw Unconstr Transaction History

Beaumont Financial Advisors, LLC

  • $1.06 Billion
  • Q1 2024

A detailed history of Beaumont Financial Advisors, LLC transactions in First Tr ETF Viii Tcw Unconstr stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 258,156 shares of UCON stock, worth $6.34 Million. This represents 0.6% of its overall portfolio holdings.

Number of Shares
258,156
Previous 262,345 1.6%
Holding current value
$6.34 Million
Previous $6.49 Million 2.16%
% of portfolio
0.6%
Previous 0.66%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 10, 2024
SELL
$24.41 - $24.85 $102,253 - $104,096
-4,189 Reduced 1.6%
258,156 $6.35 Million
Q4 2023

Jan 31, 2024
SELL
$23.51 - $24.79 $414,128 - $436,675
-17,615 Reduced 6.29%
262,345 $6.49 Million
Q3 2023

Nov 01, 2023
BUY
$23.9 - $24.39 $6.69 Million - $6.83 Million
279,960 New
279,960 $6.69 Million

Others Institutions Holding UCON

# of Institutions
229
Shares Held
75.5M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR ETF VIII TCW UNCONSTR

UCON Quotes by TradingView
  • Ticker UCON
  • Sector ETFs
  • Industry ETFs
More about UCON
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